BHWM
WBA
Beaird Harris Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $37.6K | Hold |
3,364
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $31.4K | Buy |
+3,364
| New | +$31.4K | ﹤0.01% | 274 |
|
|
2024
Q3 | – | Sell |
-3,029
| Closed | -$36.6K | – | 728 |
|
|
2024
Q2 | $36.6K | Sell |
3,029
-5
| -0.2% | -$60 | ﹤0.01% | 248 |
|
|
2024
Q1 | $65.8K | Sell |
3,034
-4
| -0.1% | -$87 | 0.01% | 182 |
|
|
2023
Q4 | $79.3K | Sell |
3,038
-14
| -0.5% | -$366 | 0.01% | 157 |
|
|
2023
Q3 | $67.9K | Sell |
3,052
-26
| -0.8% | -$578 | 0.01% | 148 |
|
|
2023
Q2 | $87.7K | Sell |
3,078
-4
| -0.1% | -$114 | 0.01% | 138 |
|
|
2023
Q1 | $107K | Hold |
3,082
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $115K | Hold |
3,082
| – | – | 0.02% | 123 |
|
|
2022
Q3 | $97K | Buy |
+3,082
| New | +$97K | 0.02% | 117 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$4K | – | 623 |
|
|
2022
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 465 |
|
|
2021
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 407 |
|